Latest Institutional Purchases of Pathfinder Bancorp, Inc. (PBHC)
This list provides information on the latest institutional transactions involving Pathfinder Bancorp, Inc. (PBHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
50.5KNew |
$641K - $878K
|
50.5K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
32.6K+ 69.2% |
$414K - $566K
|
79.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.2K+ 9.68% |
$320K - $438K
|
286K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$142K - $194K
|
11.2K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$305 - $417
|
29.7K
$516K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4+ 0.02% |
$50.8 - $69.5
|
18.6K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 15.79% |
$38.1 - $52.1
|
22
$382
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$12.7 - $17.4
|
1
$17.4
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
286+ 357.5% |
$3.43K - $3.77K
|
366
$6.36K
|
|
|
Jul 25, 2024
Q2 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
197+ 0.21% |
$2.36K - $2.6K
|
91.9K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$95.8 - $106
|
8
$139
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
5.61K+ 2.18% |
$64.5K - $80K
|
262K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11+ 0.03% |
$127 - $157
|
37.7K
$655K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9KNew |
$151K - $182K
|
11.9K
$207K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$132K - $162K
|
10.2K
$177K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2KNew |
$25.8K - $31.8K
|
2K
$34.7K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.41KNew |
$141K - $163K
|
7.41K
$129K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.39KNew |
$45.2K - $52.4K
|
2.39K
$41.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14K+ 30.75% |
$267K - $300K
|
59.7K
$1.04M
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18.4K+ 92.15% |
$297K - $320K
|
38.4K
$668K
|
|